Centurion Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Centurion Wealth Management’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.14M	Buy	89,559 +11,304	+14%	+$272K	0.51%	49
2026 Q2	$1.89M	Buy	78,255 +4,755	+6%	+$115K	0.45%	56
2026 Q1	$1.78M	Buy	73,500 +12,000	+20%	+$292K	0.4%	64
2025 Q4	$1.5M	Buy	61,500 +3,000	+5%	+$73.1K	0.33%	68
2025 Q3	$1.43M	Buy	+58,500	New	+$1.42M	0.33%	69

Other funds holding SCHO

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Centurion Wealth Management's SCHO Position: Q3 2026 in Review

Centurion Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 14% in Q3 2026, buying an estimated $272K and bringing the position to 89,559 shares worth $2.14M. The position accounts for 0.51% of the portfolio, ranked #49.

Centurion Wealth Management first reported a position in SCHO in Q3 2025 and has held it in 5 quarters since. 343 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Centurion Wealth Management held 89,559 shares of Schwab Short-Term US Treasury ETF worth $2.14M as of Q3 2026.
Centurion Wealth Management bought 11,304 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $272K.
Schwab Short-Term US Treasury ETF made up 0.51% of Centurion Wealth Management's portfolio in Q3 2026, its #49 holding.
Centurion Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2025 and has held it in 5 quarters since.
343 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.